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Lead Financial Advisor
2 months ago
This role is pivotal in enhancing branch assets, deposits, customer engagement, and overall revenue by fostering strong relationships with both new and existing clients. The Client Advisor will also perform teller duties, facilitating transactions for customers in various settings. Building trust and confidence through honesty, integrity, and authenticity is essential.
Benefits of joining the Seacoast team:
- On-site Parking
- Convenient access to public transportation
- Ideal location for work.
Relationship Development
- Demonstrate consistent relationship-building skills, including but not limited to:
- Preparing for diverse customer interactions
- Establishing rapport
- Effectively utilize open and closed-ended inquiries to grasp clients' current and future financial aspirations
- Align customer needs with Seacoast Bank's offerings
- Confidently articulate Seacoast Bank's products and services to clients
- Proven capability to cultivate and strengthen relationships based on client needs
- Request referrals from both new and existing clients
- Exhibit active listening skills and communicate clearly and persuasively in various situations.
- Respond promptly to client needs and service requests.
- Seek assistance from appropriate personnel for complex financial matters.
- Balance business objectives with client requests while managing potential risks to the bank.
- Embrace technological advancements and stay informed about industry changes to foster an innovative environment.
- Engage in community, charitable, or civic events.
- Deliver presentations on banking products/services at networking events.
- Demonstrate strong work ethics and collaborate with colleagues to build trusting and cooperative relationships.
- Maintain an active NMLS registration status.
- Exhibit high proficiency in all consumer deposit and lending products and processes, with the ability to mentor peers.
- Possess expert knowledge of small business deposit products and intermediate understanding of small business lending products.
- Demonstrate proficiency in outbound calling processes and mentor other associates.
- Effectively identify referral opportunities with internal business partners.
- Source Treasury Management solutions and services, along with small business lending needs.
- Lead customer-facing technology initiatives and guide clients in self-service products/processes.
- Assist leadership by processing applications to meet small business customer needs.
- Open and manage accounts, perform account maintenance, process checks, cash, and negotiable instrument transactions in accordance with bank policies and procedures, safeguarding against criminal or fraudulent activities.
- Ensure branch compliance with AML/BSA requirements, operational procedures, audit protocols, risk/control expectations, and all other regulatory banking requirements; communicate updates to associates and follow up on audit deficiencies.
- Practice ethical sales behaviors aligned with the Associate Code of Conduct and Sales Practices Policy, prioritizing the customer's best interests when offering additional products and services.
- Balance cash drawer daily and monitor work for accuracy.
- Follow management directives to resolve complex customer objections and address issues promptly to maintain customer relationships.
- Adhere to Seacoast Bank's Code of Conduct.
- Comply with all safety and security protocols.
- May assist Branch Leadership in operational and customer service supervisory functions in their absence.
- High School Diploma or equivalent required.
- Preferred: Minimum of 6 months cash handling experience.
- Preferred: College degree.
- Required: 4+ years of experience in financial services.
- Flexible schedule required with the ability to work during operational hours, including weekends and occasional non-standard hours.
- Demonstrate excellent communication (written and verbal) and interpersonal skills.
- Able to work independently and take initiative.
- Proficient in using Desktop, Laptop, Tablet, and Smartphone devices, as well as Microsoft Office Suite software.
- Active NMLS or 2+ years of lending experience required.
